NEWGEN ASSET MANAGEMENT LTD

PrivateCIK: 1845012
Location

TORONTO, A6

29
Positions
$258.63M
Total AUM (reported)
16.11M
Total Shares

Allocation by class

TOTAL AUM$258.63M29 positions
STOCK$258.63M100.0%

Portfolio Concentration

Top 347.2%4–1036.8%11–2515.5%Rest0.5%TOP 1084.0%0%100%
Top 3$121.98M47.2%
4–10$95.24M36.8%
11–25$40.18M15.5%
Rest$1.23M0.5%

Top 3 weight

47.2%

Top 10 weight

84.0%

Voting Authority Distribution

Total shares with voting rights: 16.11M

Sole

Full voting authority

16.11M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:

STATE STREET SPDR S&P 500 ETF

SOLE
Stock
Shares100K
TypeSH
Market value$65.03M
25.15%
Sole
100K
Shared
0.00
None
0.00

HIGHLANDER SILVER CORP

SOLE
Stock
Shares4.90M
TypeSH
Market value$28.81M
11.14%
Sole
4.90M
Shared
0.00
None
0.00

AMERICAS GOLD AND SILVER CORPORTATION

SOLE
Stock
Shares5.39M
TypeSH
Market value$28.14M
10.88%
Sole
5.39M
Shared
0.00
None
0.00

ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF

SOLE
Stock
Shares300K
TypeSH
Market value$23.87M
9.23%
Sole
300K
Shared
0.00
None
0.00

MDA SPACE LTD

SOLE
Stock
Shares625K
TypeSH
Market value$15.82M
6.12%
Sole
625K
Shared
0.00
None
0.00

ENERFLEX LTD

SOLE
Stock
Shares736.74K
TypeSH
Market value$15.41M
5.96%
Sole
736.74K
Shared
0.00
None
0.00

COEUR MINING INC

SOLE
Stock
Shares625K
TypeSH
Market value$11.73M
4.54%
Sole
625K
Shared
0.00
None
0.00

GILDAN ACTIVEWEAR INC

SOLE
Stock
Shares202.60K
TypeSH
Market value$11.27M
4.36%
Sole
202.60K
Shared
0.00
None
0.00

BOYD GROUP INC

SOLE
Stock
Shares69.80K
TypeSH
Market value$8.90M
3.44%
Sole
69.80K
Shared
0.00
None
0.00

SSR MINING INC

SOLE
Stock
Shares280K
TypeSH
Market value$8.23M
3.18%
Sole
280K
Shared
0.00
None
0.00

BROOKFIELD RENEWABLE PARTNERS L.P

SOLE
Stock
Shares239.50K
TypeSH
Market value$7.80M
3.02%
Sole
239.50K
Shared
0.00
None
0.00

WEST FRASER TIMBER CO LTD

SOLE
Stock
Shares100K
TypeSH
Market value$6.53M
2.52%
Sole
100K
Shared
0.00
None
0.00

ENBRIDGE INC

SOLE
Stock
Shares90K
TypeSH
Market value$4.87M
1.88%
Sole
90K
Shared
0.00
None
0.00

CAE, INC

SOLE
Stock
Shares158.20K
TypeSH
Market value$4.12M
1.59%
Sole
158.20K
Shared
0.00
None
0.00

APOLLO COMMERCIAL REAL ESTATE FINANCE, INC

SOLE
Stock
Shares305.67K
TypeSH
Market value$3.23M
1.25%
Sole
305.67K
Shared
0.00
None
0.00

VIZSLA SILVER CORP

SOLE
Stock
Shares893.70K
TypeSH
Market value$2.95M
1.14%
Sole
893.70K
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGEMENT LTD.

SOLE
Stock
Shares54K
TypeSH
Market value$2.40M
0.93%
Sole
54K
Shared
0.00
None
0.00

ZIFF DAVIS INC

SOLE
Stock
Shares52.50K
TypeSH
Market value$2.20M
0.85%
Sole
52.50K
Shared
0.00
None
0.00

DOCEBO INC

SOLE
Stock
Shares89.17K
TypeSH
Market value$1.56M
0.60%
Sole
89.17K
Shared
0.00
None
0.00

TRIMAS CORP

SOLE
Stock
Shares40K
TypeSH
Market value$1.44M
0.56%
Sole
40K
Shared
0.00
None
0.00

ELME COMMUNITIES

SOLE
Stock
Shares576.76K
TypeSH
Market value$1.16M
0.45%
Sole
576.76K
Shared
0.00
None
0.00

PALMER SQUARE CAPITAL BDC INC

SOLE
Stock
Shares73.68K
TypeSH
Market value$719.9K
0.28%
Sole
73.68K
Shared
0.00
None
0.00

OAKTREE SPECIALTY LENDING CORPORATION

SOLE
Stock
Shares40.50K
TypeSH
Market value$457.6K
0.18%
Sole
40.50K
Shared
0.00
None
0.00

MIDCAP FINANCIAL INVESTMENT

SOLE
Stock
Shares35K
TypeSH
Market value$393.4K
0.15%
Sole
35K
Shared
0.00
None
0.00

NUVEEN CHURCHILL DIRECT LENDING CORP.

SOLE
Stock
Shares27.90K
TypeSH
Market value$354.9K
0.14%
Sole
27.90K
Shared
0.00
None
0.00
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